Institute for Wealth Management, LLC. - ISHARES TR ownership

Back to all holdings Add to watchlist

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

Links
Filings
External links
Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$333,526
-4.6%
2,1680.0%0.06%
+1.7%
Q2 2023$349,460
+6.2%
2,1680.0%0.06%
-6.3%
Q1 2023$329,016
+4.6%
2,1680.0%0.06%
-4.5%
Q4 2022$314,512
+3.1%
2,168
-8.7%
0.07%
-2.9%
Q3 2022$305,000
-4.1%
2,374
+2.6%
0.07%
+9.7%
Q2 2022$318,000
-11.7%
2,3140.0%0.06%
+6.9%
Q1 2022$360,000
-5.8%
2,314
-5.2%
0.06%
-6.5%
Q4 2021$382,000
-7.3%
2,440
-13.8%
0.06%
-13.9%
Q3 2021$412,000
-4.0%
2,830
-2.5%
0.07%
-4.0%
Q2 2021$429,000
+44.4%
2,903
+38.0%
0.08%
+33.9%
Q1 2021$297,000
-4.8%
2,103
-13.8%
0.06%
-9.7%
Q4 2020$312,000
+9.5%
2,441
-3.6%
0.06%
-4.6%
Q3 2020$285,000
+2.5%
2,531
-1.4%
0.06%
-4.4%
Q2 2020$278,000
-82.4%
2,568
-84.4%
0.07%
-86.1%
Q1 2020$1,581,000
-24.3%
16,431
+2.3%
0.49%
+3.4%
Q4 2019$2,089,000
-1.0%
16,054
-11.4%
0.47%
+1.1%
Q2 2019$2,111,000
+1.5%
18,111
-1.7%
0.47%
+3.3%
Q1 2019$2,079,000–18,423–0.45%–
 Download
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 405,131$62,325,35923.11%
Quantitative Strategies, Inc. 187,158$28,792,37219.37%
Foundation Wealth Management, LLC 121,130$18,634,50518.62%
LPWM LLC 254,891$38,975,31217.52%
Halpern Financial, Inc. 281,683$43,334,11814.96%
Praetorian Wealth Management, Inc. 283,325$43,586,71813.85%
Powell Investment Advisors, LLC 138,335$21,397,62212.86%
FINANCIAL LIFE ADVISORS 177,823$27,356,34411.77%
LVZ, Inc. 458,002$70,459,04411.36%
INSTRUMENTAL WEALTH, LLC 58,076$9,034,94510.55%
View complete list of ISHARES TR shareholders